Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.83% -0.52% 70.61M --
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.51% 353.8% -23.29M Upgrade

Basic Info

Investment Strategy
This fund’s objective is to provide long-term capital growth by investing primarily in a portfolio of Canadian equities.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Canadian Equity
Category Index Morningstar Canada GR CAD
Global Category Name Canadian Equity Large Cap
YCharts Categorization Canada Large Cap
YCharts Benchmark S&P/TSX 60 Index (^TX60)
Prospectus Objective --
Fund Owner Firm Name BMO Investments Inc.
Prospectus Benchmark Index
S&P/TSX Composite TR 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Paul Vendrinsky 5.49 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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--
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--
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of July 02, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
23.89%
0.88%
15.56%
-1.64%
3.09%
6.91%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
5.26%
--
-11.41%
25.41%
1.63%
21.13%
-5.66%
20.06%
9.16%
--
--
29.04%
1.85%
18.08%
-5.30%
17.40%
3.61%
7.13%
-5.99%
28.49%
11.43%
18.29%
-11.56%
17.13%
5.63%
14.78%
-8.28%
16.09%
2.55%
19.39%
2.23%
11.99%
12.65%
As of July 02, 2024.

Asset Allocation

As of May 31, 2024.
Type % Net % Long % Short
Cash 0.74% Upgrade Upgrade
Stock 99.26% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
This fund’s objective is to provide long-term capital growth by investing primarily in a portfolio of Canadian equities.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Canadian Equity
Category Index Morningstar Canada GR CAD
Global Category Name Canadian Equity Large Cap
YCharts Categorization Canada Large Cap
YCharts Benchmark S&P/TSX 60 Index (^TX60)
Prospectus Objective --
Fund Owner Firm Name BMO Investments Inc.
Prospectus Benchmark Index
S&P/TSX Composite TR 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Paul Vendrinsky 5.49 yrs

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